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The loss of coal-fired power companies has intensified. The China Electricity Council said that the electricity price should rise by three points.
The contradiction between coal and electricity that has lasted for many years and the losses of coal-fired power companies have intensified. According to the latest data released by the China Electricity Council (hereinafter referred to as the China Electricity Council), the loss of coal-fired loss-making enterprises increased significantly in 2010, reaching 32.9 billion yuan. The loss of coal-fired power companies reached 43.2%, up 7.7% year-on-year. Not only that, the asset-liability ratio of coal-fired power companies is also high at 74.3%, and the asset-liability ratio of some coal-fired power plants even exceeds 100%. In this regard, China Electricity Council believes that coal-electricity linkage should be improved as soon as possible, shortening the lag period of electricity price linkage, and simultaneously increase the on-grid electricity price and sales electricity price by 3 points/kWh to make up for the gap in the price gap between coal and electricity linkage. According to the statistics of China Electricity Council , the loss of losses in the power industry in the first 11 months of last year decreased year-on-year, but the loss of coal-fired loss enterprises increased significantly, reaching 32.9 billion yuan, an increase of 10.5 billion yuan over the same period of the previous year. At the same time, the loss of coal-fired power companies was 43.2%, an increase of 7.7% over the same period of the previous year. Among them, the coal-fired power enterprises in the three northeastern provinces continued to lose money. The coal-fired power enterprises in Yunnan, Shaanxi, Sichuan, Chongqing and Gansu in the six provinces and western provinces in the central region have lost more than 50%. Sichuan and Yunnan suffered losses for the first time. As for the five major power generation groups, as of the end of October 2010, 260 coal-fired power plants belonging to the five major power generation groups suffered losses of up to 58.2%. “Only in October 2010 and November of the two months, the unit price of the standard coal of the five major power generation groups rose by more than 100 yuan/ton, which caused the loss of the coal-fired power business of the five major power generation groups to increase, and the loss amounted to 12.4 billion yuan.†At the loss level, the debt ratio of coal-fired power companies has once again been high. As of the end of November last year, the national coal-fired power company's asset-liability ratio reached 74.3%, up 2.4% year-on-year. Among them, Hunan, Guangxi, Guizhou, Shaanxi, Hubei, Henan, Shanxi, Yunnan, Sichuan, more than 80%, Qinghai, Shandong, Hainan coal-fired power companies' asset-liability ratio is more than 90%. “The asset-liability ratio of some coal-fired power plants has exceeded 100%. Due to continued losses, the financing of coal-fired power companies is very difficult, and the risk of capital chain breakage is gradually increasing.†The CEC analysis said that some provinces have already had their causes. The coal-fired outage of the unit has to limit the extreme situation of the power load. "The production and operation of coal-fired power enterprises have faced serious difficulties. It is necessary to divert upstream pressure and reverse the losses of coal-fired power enterprises." Regarding the reasons for the loss, the China Electricity Council believes that the loss is due to the rise in the price of coal and the structural layout, mechanism and development methods. “In 2010, the overall macroeconomic recovery in China was improving, and the profit of the power industry increased overall. However, the distribution of power, hydropower and coal power was uneven. The losses of coal-fired enterprises continued to expand compared with the previous year.†Data shows that last year The 11-month coal-fired power generation increased by 14.1% year-on-year, but the total profit of coal-fired power companies was only 28 billion yuan, down 38.7% year-on-year. “The sales profit margins of coal-fired power companies in the six central provinces and the three northeastern provinces are all negative.†The China Electricity Council attributed the decline in these data to the increase in coal prices during the same period. In this regard, Li Chaolin, market observer of the China Coal Transportation and Marketing Association, said that from the point of view of thermal power companies, no matter how the price of coal rises, it is necessary to purchase electric coal to ensure the supply of electricity, but the increase in coal prices has slowed down. At present, the only expectation of coal-fired power companies is to purchase low-cost coal through key contract coals. However, from the recent situation, the contract fulfillment rate has been falling year after year. Adjust the price again? The China Electricity Council also gave three ways to stop losses: improve the coal-electricity linkage mechanism, strengthen the supervision of key coal-fired contracts, accelerate the transformation of power development methods and promote power system reform, and establish a reasonable electricity price formation mechanism. Among them, the call for the improvement of the coal-electricity linkage mechanism to reduce the cost of coal-fired electricity caused by the rising price of conductive coal has been mentioned on many occasions. The coal-electricity linkage policy began at the end of 2004. At that time, the state stipulated that a coal-fired electricity price linkage period should be no less than six months. If the average coal price in the cycle changes by more than 5% from the previous cycle, it will correspond accordingly. Adjust the price of electricity. However, after the introduction of the policy, the implementation was difficult. So far, it has only been linked four times. During the period, it has met the regulations many times, but it has not achieved linkage. For the fifth linkage, last year there was news that the fastest will be launched after October 2010, and the on-grid tariff is raised by an average of 1.5-2.5 points/kWh, but the fact is that the linkage has been shelved again. According to CEC data, since 2003, China's coal prices have continued to rise. The Qinhuangdao 5500 kcal coal price has risen more than 150%, but the sales price has increased by only 32%. According to the calculation of coal price increase, coal-electricity linkage mechanism and transmission and distribution cost increase, the current sales price is about 5.29 points/kWh, of which coal-fired on-grid price is 3.38 points/kWh, equivalent to the industry. The on-grid tariff was owed 2.88 points/kWh, and the transmission and distribution price was owed 2.41 points/kWh. According to the CLP, in accordance with the principle of simultaneous linkage of coal price, on-grid price and sales price, the timeliness of coal-electricity linkage will be enhanced, the lag period of electricity price linkage will be shortened, and the limit of 30% coal price increase by power generation enterprises will be eliminated. At the same time, the on-grid tariff and the sales price should be increased by 3 points/kWh in order to make up for the gap in the price gap between coal and electricity. According to the regulations of coal-electricity linkage, the rise and fall of electricity prices should fluctuate with the rise and fall of coal prices. However, the reporter found that from the first coal-electricity linkage in 2005 to the end of November 2010, the price of coal was basically "inverted V-shaped". In a simple comparison, in December 2010, compared with February 2005, the price of thermal coal rose by about 405 yuan, an increase of 100%. Correspondingly, the average selling price was raised by 10.45 points, and the amplitude of the increase was around 25%. Up 5.14 points, 13% increase. Experts in the industry said that whether to adjust the sales price and the on-grid price mainly depends on two aspects. One is whether the adjustment range of market coal and planned electricity is consistent, and the other is whether there is a non-coal loss. "According to the requirements of coal-electricity linkage, the closing price of 5500 calories at the end of December 2009 was 740 yuan/ton. The closing price in December last year reached 800 yuan/ton, an increase of 8%, far exceeding the 5% price increase. Regulations." The above experts said. The expert calculated the account, the price of the on-grid electricity price can be digested by 1 cent to digest the coal price of thermal power enterprise 20 yuan / ton, according to the above coal price fluctuation, plus freight adjustment, as of December 2010, 5500 kcal electricity The coal terminal price has been raised by 80 yuan, and the conversion of the on-grid price by 4 cents can offset the cost pressure brought by coal price. In addition, whether there is a non-coal loss situation is also an important reason for adjusting the electricity price. The current coal price accounts for 70% of the cost of thermal power enterprises, and the coal price has the greatest impact on coal-fired power enterprises. "In addition to the proportion and profit structure of thermal power generation in power plants, the most critical factor is whether the utilization hours will reach 5,000 hours. If it exceeds, it can basically judge that the power generation equipment of coal-fired power plants does operate, and the loss of enterprises is not formed by market competition, but because of Due to the rise in coal prices, it is not crying out of thin air. According to the latest data provided by China Electricity Council, coal-fired power utilization hours in coal-fired enterprises reached 5031 hours in 2010, and the “standard†was more than 5,000 hours.